+748.9%
AXP vs QID
-100.0%
+848.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -2.5% |
| 7D | +0.6% | +9.4% | -8.8% | +5.6% |
| 30D | +5.8% | +31.2% | -25.4% | +22.0% |
| 3M | -6.0% | +17.4% | -23.4% | +2.7% |
| 6M | +0.3% | +8.4% | -8.1% | +6.5% |
| YTD | -12.3% | -15.8% | +3.5% | -17.1% |
| 1Y | -11.2% | -16.3% | +5.1% | -16.0% |
| 3Y | +117.0% | -70.4% | +187.4% | +34.5% |
| 5Y | +93.2% | -74.8% | +167.9% | +33.3% |
| 10Y | +461.2% | -99.0% | +560.2% | -18.5% |
| All | +748.9% | -100.0% | +848.9% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded QID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling